Ektron CMS400.NET Administrator Manual

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Logout ( ) Site Preview Getting Started you have access to many more actions than a standard user. To access your Workarea, follow these steps. 1. Log in to Ektron CMS400.NET, as described in ”Logging Into an Ektron CMS400.NET Web Site” on page 6. 2. Navigate to any page that has Ektron CMS400.NET content displayed on it. 3. Right click the mouse to display the floating toolbar. 4. Click the Workarea button ( ). 5. The Workarea opens in a new window. This button logs you out of Ektron CMS400.NET. To learn about Site Preview mode, see “Logging In and Out” > “Site Preview” in the Ektron CMS400.NET User manual. Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 23
Modifying the Application Setup Screen Modifying the Application Setup Screen NOTE In the setup section of the configuration folder, you can enter or edit information for the Ektron CMS400.NET Web site including: • License keys • Default language • Maximum content and summary sizes • email notification • Physical library folders on file server • Builtin user information • Editor options • Work page size settings You must complete this before any user can access your Ektron CMS400.NET Web site. • ”Enabling WebImageFX” on page 29 • ”Enabling CMS to Create File System Folders” on page 29 • ”BuiltIn User” on page 30 • ”Editor Options” on page 31 Only members of the Administrator User Group can view and edit the Application Setup screen. Viewing Application Setup Information To view Ektron CMS400.NET setup information, follow these steps. Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 24
Page 1 and 2: Ektron CMS400.NET Administrator Man
Page 3 and 4: EKTRON, INC. SOFTWARE LICENSE AGREE
Page 5 and 6: What’s New in the 5.5 Release Wha
Page 7 and 8: Document Management Administration
Page 11 and 12: Viewing Content....................
Page 13 and 14: Server Configuration ..............
Page 15 and 16: Task Permissions...................
Page 17 and 18: Prerequisites .....................
Page 19 and 20: email Features ....................
Page 23 and 24: Introduction to Ektron CMS400.NET B
Page 25 and 26: Introduction to Ektron CMS400.NET a
Page 27 and 28: Getting Started Getting Started Now
Page 29 and 30: Unlocking a Locked Account NOTE Get
Page 31 and 32: NOTE Getting Started You must upda
Page 33 and 34: Closing the Workarea Getting Starte
Page 35 and 36: Recognizing Content NOTE Getting St
Page 37 and 38: Floating Toolbar Display Type Getti
Page 39 and 40: Toolbar Button View Content Differe
Page 41 and 42: Getting Started 1. Log in to Ektron
Page 43: NOTE Preview ( ) NOTE Workarea ( )
Page 47 and 48: Field Description Modifying the App
Page 49 and 50: Field Description Display button te
Page 51 and 52: NOTE BuiltIn User Modifying the App
Page 53 and 54: . Editor Option Description Modifyi
Page 55 and 56: Managing Content Folders Managing C
Page 57 and 58: Field Description Date Modified Man
Page 59 and 60: Folder Properties NOTE Managing Con
Page 61 and 62: Tab Field Description Style Sheet f
Page 63 and 64: Editing Folder Properties A content
Page 65 and 66: Managing Content Folders 1. Access
Page 67 and 68: Managing Content Managing Content W
Page 69 and 70: Adding Content Managing Content If
Page 71 and 72: Adding HTML Content Adding XML Cont
Page 73 and 74: NOTE Managing Content Depending on
Page 75 and 76: Editing Content Moving or Copying C
Page 77 and 78: Moving Or Copying One Content Item
Page 79 and 80: 11. The content moves to the destin
Page 81 and 82: Managing Content 1. Access the View
Page 83 and 84: • ”Limiting Visitors to One Rat
Page 85 and 86: Exporting Details to Excel Managing
Page 87 and 88: Adding Content Programmatically Con
Page 89 and 90: Metadata NOTE Two kinds of metadata
Page 91 and 92: NOTE Metadata In addition, Ektron C
Page 93 and 94: Metadata Definition Fields Field De
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Field Description Metadata After cr
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Appearance on Search Screen Convert
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Metadata Following these choices is
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3. A confirmation message is displa
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Effect of a Default Value on Requir
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Creating the Additional Eight Field
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Setting Permissions Setting Permiss
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Breaking Inheritance Restoring Inhe
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Setting Permissions for a Content F
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Adding a User or User Group to the
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Setting Permissions 4. A confirmati
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NOTE • ”The Approval Method”
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Action Button See this section for
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Deleting Approvers NOTE Setting App
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Setting Approval Chains For example
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Folder Properties Managing Library
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Editing Library Properties Field De
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Managing Library Items Action Files
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Field Description Managing Library
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NOTE Managing Library Items Here is
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Managing Users & User Groups Access
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NOTE Field Description Managing Use
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Deleting a User IMPORTANT! WARNING!
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Creating a New User Group Managing
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Deleting a User Group NOTE Managing
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Screen Lets you give a user or user
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Defining Roles • After being iden
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Manage Custom Roles • create, red
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Scenario Web Page Display Site visi
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Memberships What are Membership Use
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Private Content & Memberships Addin
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Private Content & Memberships The s
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Private Content & Memberships 3. Th
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6. Click OK. Deleting Membership Us
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Custom User Properties NOTE Custom
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Buttons, Dropdown Boxes or Fields R
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Custom User Properties 5. Fill out
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Types Description Input Types Avail
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Date Only The response must be ente
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Completing a SelectList Field Entry
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Custom User Properties For informat
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Custom User Properties A dialog box
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Custom User Properties Using Custom
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WARNING! 3. Click on the Title you
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Web Alert Feature NOTE Web Alert Fe
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How Web Alert Works • ”Enabling
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Verifying Connections Web Alert Fea
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Web Alert Feature Step Description
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5. Right click msmq_web and select
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Asynchronous Log File Reporting Web
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Creating Default Message Text Web A
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Creating “From” Addresses Web A
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Web Alert Feature The button appear
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Web Alert Feature The default name
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Web Alert Feature Assigning Web Ale
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Web Alert Feature Ektron CMS400.NET
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Field Group Assigning Web Alert Inf
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Field Group Description Inheriting
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Web Alert Feature What happens next
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•name - @appEmail@ •email addre
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Web Alert Feature Ektron CMS400.NET
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Managing XML WARNING! What’s in T
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Button Name Description More Inform
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6. The XML Configuration Data Desig
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3. The Add XML Configuration screen
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XML File Verification NOTE Managing
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Assigning a Different XML Configura
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XML Configuration Created with... D
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Editor Information NOTE Validation
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Display Information Tab NOTE Editin
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Managing XML 5. The Edit Data Desig
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Managing XML 7. Click the Add XML C
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5. A confirmation message is displa
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Types of Search Criteria Displaying
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Industry Use XML indexing to find H
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Validation Search Dialog Setup NOTE
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Screen section Description XML Inde
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Using the Data Designer WARNING! NO
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Using the Data Designer Both toolba
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Sample Screen Design Using the Data
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NOTE Using the Data Designer Later
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Now, the screen looks like this. Us
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Group Box ( ) Using the Data Design
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Dialog Box Collapsed Group Field Fi
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Tabular Data ( ) NOTE Creating a Ta
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Using the Data Designer To explain
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Dialog Box Using the Data Designer
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Field Description Using the Data De
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Checkbox ( ) Dialog Box Fields on t
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NOTE Using the Data Designer If a p
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Field Description Descriptive Name
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Resizing a Plain Text Field Rich Ar
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Choices ( ) Using the Data Designer
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Dialog Box Using the Data Designer
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Field Description No longer availab
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Fields on the Calculated Field Dial
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Using the Formula Field Field Descr
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WARNING! Using the Data Designer 3.
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Example Field Text Example Field Fo
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Example Field Text Example Field Fo
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Moving a Calendar Field Dialog Box
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Image Only Field ( ) Field Descript
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Fields on the File Link Field Dialo
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The Allow Field Using the Data Desi
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NOTE Using the Data Designer Use th
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NOTE Using the Data Designer - betw
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Using the Data Designer 1. Click th
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Working with HTML Forms Form Permis
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Working with HTML Forms You can mod
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Sending Data as XML Working with HT
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Form sent as Plain Text Generated e
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Root Tag Form and Mail Tags The fol
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Data Tags XML Tag Description Worki
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Redirecting Submitted Form Data NOT
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Ektron Explorer The Ektron CMS400.N
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Ektron Explorer If you change the p
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Editing a Configuration Button Desc
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Ektron Explorer • sign in to a di
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Document Management Administration
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Allowing File Types Document Manage
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The following appears. Document Man
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The following appears. Document Man
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User Settings • Read Extended Att
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Dmdata Settings within IIS Document
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PDF Generation Why use PDF? Documen
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Local PDF Generation Document Manag
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NOTE Document Management Administra
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16. Verify the following page appea
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Symptom See this section A search o
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Step Screen 4. Click the stop butto
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Step Screen 9. In the Path text box
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Step Screen 13. On the Generation t
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Step Screen 17. Change Indexing to
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Step Screen 3. Stop all appropriate
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Step Screen 2. Click the plus sign
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Step Screen 4. Click the Start butt
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Step Setup Screen 3. The Web Folder
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Font Manager NOTE Adding Fonts Font
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Edit Fonts 2. Click the font you wa
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Managing Tasks Managing Tasks NOTE
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Task Categories and Types NOTE Mana
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Managing Tasks The following exampl
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Managing Tasks 2. The Add Task Type
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7. Choose a Task Type Availability.
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Task Type Availability Managing Tas
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Managing Tasks one or more users to
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Preapproval Groups Report Managing
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The task has the following informat
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Event Content Status Task Status Co
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Progression of Task States Managing
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Task View Options Managing Tasks Be
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Determining Which Tasks a User Can
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Email Notification Archiving a Task
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Purging a Task Managing Tasks Note
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Collections Ektron CMS400.NET’s C
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Menu Feature Menu Feature Ektron CM
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Calendars NOTE The Calendars featur
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Button Name Lets you More Informati
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Section Description Calendars Title
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Section Description Calendars Long
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Editing a Calendar Deleting a Calen
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Adding Event Types 1. Access the Ev
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Creating a Foreign Language Calenda
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Type Use when... For more informati
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Creating a Multi-lingual Calendar U
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Calendars 3. Select the language fo
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Content Analytics Feature If this p
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Specifying the Frequency of Writing
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Writing to the IIS Log Content Anal
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Site Activity Content Analytics Fea
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Quick view time increment day hourl
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Top Referrers Content Analytics Fea
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Quick View Option “Jump to” opt
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NOTE Search Options All the Words S
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Multi-Language Support There are se
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Multi-Language Support • ”Enabl
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Multi-Language Support See Also:
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The Default Language NOTE Disabling
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Translating Content Multi-Language
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Multi-Language Support 6. The origi
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Multi-Language Support 10. Select t
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What is XLIFF? Multi-Language Suppo
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Multi-Language Support 4. The langu
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NOTE Multi-Language Support 9. Clic
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Multi-Language Support 4. Click the
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Multi-Language Support 3. Only cont
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Multi-Language Support You can crea
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Creating Web Pages that Support Sev
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WARNING! Multi-Language Support 1.
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Scenario 1 Before Upgrade After Upg
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Before Upgrade After Upgrade Multi-
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Multi-Language Support 7. Copy and
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Multi-Language Support 6. Use Visua
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NOTE Using Multiple Sites WARNING!
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NOTE Support for Multiple Sites 6.
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- if you want to include the sample
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Support for Multiple Sites 11. Set
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Best Practice for Setting up Multi-
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Prerequisites Ektron CMS400.NET Ser
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Action Setup Screen 5. Specify the
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What’s Next? Microsoft SharePoint
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Microsoft SharePoint Portal Server
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There are three types of Web Parts.
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Web Page View Description Microsoft
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Method Screen 1. Click a Web Part.
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Modifying a Web Part NOTE Microsoft
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Approvals Web Part Settings Microso
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Collection Web Part NOTE Collection
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Content Web Part Microsoft SharePoi
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NOTE Form Content Web Part Microsof
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NOTE Microsoft SharePoint Portal Se
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Login Web Part Settings Microsoft S
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Search Web Part Microsoft SharePoin
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Site Replication Site Replication N
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NOTE Site Replication When synchron
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Prerequisites • ”Configuring th
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Installing the Site Replication Uti
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Directions Screen 3. Identify the W
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Directions Screen 5. Enter the serv
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Directions Screen 8. If your receiv
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Directions Screen 10. Enter the pat
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Directions Screen Server Field Ente
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Site Replication Additional Steps P
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Site Replication • If you will us
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Site Replication 2. Open the sitere
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NOTE Site Replication This screen d
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Field Description . Site Replicatio
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NOTE To return to the home screen,
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Field Description Site Replication
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Field Description The Site Replicat
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Performing Site Replication IMPORTA
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Site Replication • Status - Infor
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Site Replication Supporting Several
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Site Replication 3. If your receivi
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Web Services Web Services are reusa
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JavaScript Syndication What is Synd
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JavaScript Syndication After the co
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Hosting & Syndication JavaScript Sy
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JavaScript Syndication jsObj.Add "j
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See Also: Load Balancing • ”Usi
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Task Directions for 2 Web Servers 1
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Load Balancing 2. Select one instal
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IIS on Computer2 Why Must Virtual D
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3. In the toolbar at the top of the
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NOTE 9. The Web Site Content Direct
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NOTE Load Balancing 15. The IIS con
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Field Description Load Balancing 2.
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Setting Up Multiple Web Sites NOTE
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Computer1 Virtual Directory Points
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Load Balancing The load balance sof
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Updating the web.config File Load B
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Automatic vs. Manual URL Aliasing A
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URL Aliasing If Automatic Aliasing
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After Manual URL Aliasing This sect
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URL Aliasing You can enter one or m
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NOTE NOTE WARNING! URL Aliasing In
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Important! Don’t skip step 9! 10.
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7. Click OK. The Tags in Web.confi
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6. Click the Save button ( ). See A
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Field Description ID The content’
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NOTE URL Aliasing 4. In the Alias N
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email Features Configuring SMTP Ser
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email Features When you click such
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Where Instant email is Available Mo
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Active Directory Feature Mode Infor
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Active Directory IntegrationActive
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Adjusting the Login Server Control
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NOTE Active Directory IntegrationAc
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Adding User Groups Adding a User to
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. Active Directory IntegrationActiv
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NOTE Setup Guidelines Active Direct
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Disabling AD Integration Active Dir
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User Authentication Only ModeActive
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User Authentication Only ModeActive
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Disabling AD Authentication User Au
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This chapter covers the following t
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5. Click the Save button ( ). Addin
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2. From the left side of the Workar
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IMPORTANT IMPORTANT LDAP Authentica
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LDAP Authentication 9. Fill out the
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The View Users Screen LDAP Authenti
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The View User Information Screen di
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Additional Information Supporting D
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Appendix A: List of Supported Langu
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English (Ireland) 6153 English (Jam
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Malay (Malaysian) 1086 Manipuri 111
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Urdu (Pakistan) 1056 Uzbek (Cyrilli
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Appendix B: Browser Issues 3. After
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Index A active directory integratio
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language export feature, see multil
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editing 121 introduction 113 member
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